A best-effort follow-up call that asks QuickBooks to email the invoice to the customer's address. If the builder has QuickBooks Payments enabled, that email carries QuickBooks' own pay button — bank debit or card — alongside the platform's own portal link.
Also called: ACH payment · bank transfer payment · quickbooks payments · let them pay from quickbooks
- 1Only fires when the contact has a valid-looking email address.
- 2Uses the QuickBooks send endpoint with the recipient supplied explicitly.
- 3Success and failure are both recorded in the sync log with distinct messages.
- 4A failed auto-send does not undo the created invoice — the builder can resend from QuickBooks.
Builders using their accounting package's payment service already have a pay link their customers recognise, and not using it meant asking the customer to pay some other way while the same invoice sat unpaid in the bookkeeper's system. A pushed invoice can be emailed through the accounting package so the customer gets that pay link, bank transfer included — which matters on construction draws, where putting a $40,000 payment on a card costs real money. If the email hiccups the invoice still exists in the books, and only the email is retried.
- No low-fee payment rail for large draws.
- Sending the same invoice manually from two systems.
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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